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This Week in Wealth Management Deals

This Week in Wealth Management Deals
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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This Week in Wealth Management M&A

Earlier in the week, Wealth Enhancement Group agreed to purchase Pillar Pacifica Capital Management, a San Marino, Calif.-based firm with $1.6 billion in AUM. WEG’s AUM will increase to $30.2 billion once the deal closes.
Creative Planning, an RIA consolidator with $76 billion in AUM picked up a new business line and client service: Business valuations. The firm, Castle Wealth Advisors, offers wealth management and business valuations for business owner clients looking to sell. Castle manages $320 million in AUM.
Below are more mergers, acquisitions and advisor moves you may have missed the week of April 26, 2021.
Steward Partners Closes on Umpqua Investments Acquisition ....

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This Week in Wealth Management M&A: April 26, 2021

This Week in Wealth Management M&A: April 26, 2021
wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.

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Former $1.7B Stephens Advisors Launch WAGN-Owned RIA in Arkansas

Bentley Blackmon and Phillip Worthen launch Naviter Wealth with the help of two former Envestnet executives. ....

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Merchant Investment Management Adds M&A Matchmaker to Portfolio

The move reunites former United Capital acquisition executives Matt Brinker and Allen Darby.
Merchant Investment Management announced Thursday it has acquired a noncontrolling stake in Alaris Acquisitions, a Mooresville, N.C., startup that offers deal origination services for registered investment advisors.
Alaris acts as a matchmaker for investment advisory firms looking to buy or sell. It works with firms to identify RIAs that are a suitable target and negotiates the deal, collecting fees from the buying firm only if a deal is closed. For selling firms, that saves the investment banking fees they would normally pay to execute the deal, Alaris executives said. ....

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